Personal Finance

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I’m 60 With a $920k in Retirement Savings and Expect a $2,250 Social Security Check at FRA. What’s My Retirement Budget?

In your early 60s, for most households, attention shifts from wealth accumulation to wealth management.…

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Estate Tax: What It Is And Who Pays

When someone dies, everything they own — such as homes, bank accounts, investments and personal…

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Straight Line Depreciation: Definition and How to Calculate

Understanding the financial health of a business involves a lot of accounting. One of the…

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Is $1.5 Million Enough to Retire at 55?

Is $1.5 million enough to retire at 55? That figure may offer a solid base,…

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How Are Bonuses Taxed in 2025?

Bonuses paid by employers get special tax treatment and could have a significant impact on…

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Is $3 Million Enough to Retire at 60?

Whether $3 million is enough to retire at 60 depends in part on how much…

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Tax-Exempt Interest on Form 1040: How to Report and Examples

Reporting tax-exempt interest on Form 1040 is required even though the interest is not taxed.…

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Is $2 Million Enough to Retire at 60?

Whether $2 million is enough to retire at 60 depends on how much you plan…

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5 Moms, 5 Paths & A Shared Commitment to Financial Wellness

Managing debt can be challenging — especially for mothers, who are often tracking far more…

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What Is the Federal Corporate Income Tax Rate?

The federal corporate income tax rate in the U.S. is a flat 21% as of…

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